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  1. Financial Accounts - Switch rules effect notes

    56 votes

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    6 comments  ·  Reports & tax » Reporting  ·  Admin →
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    In discovery  ·  Brigitte Anderson responded

    Hi community, I'm Brigitte, a Senior Product Manager from our Xero reporting team. We’re doing some research on how partners manage notes in Y/E financial reports, and we’d love to hear about your current workflow using report templates.

    How you can help:

    • This conversation will take about 30 minutes via video call
    • We'll ask you to share your screen to walk us through your current process of preparing/reviewing notes

    If you're interested, please use this link to choose a time that best suits you.

    If none of the available times work, just reply to my update with a preferred time, and we’ll do our best to accommodate!

    We greatly appreciate your constant support & valuable input for the reporting team! Thanks so much.

    Talia Stan-Bishop supported this idea  · 

  2. Report Templates - Livestock trading statement

    129 votes

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    submitted  ·  15 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Talia Stan-Bishop supported this idea  · 

  3. Xero HQ | Document Packs Email Templates - Ability to edit

    63 votes

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    submitted  ·  12 comments  ·  Practice tools  ·  Admin →
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    Talia Stan-Bishop supported this idea  · 

  4. Document Packs - Edit sent pack

    122 votes

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    43 comments  ·  Practice tools  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thanks for showing your interest here. We've been looking into your requests around Document packs, however want to be upfront that right now, editing sent packs is not on the immediate roadmap.

    We appreciate you providing more details on the exact scenarios where being able to edit a sent pack would be most helpful. It provides a good picture of the specific problems you're facing, which will help us explore various solutions in the future.

    We'll be sure to keep you updated on any progress.

    Talia Stan-Bishop supported this idea  · 

  5. Document Packs - Text box for documents within a pack

    54 votes

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    12 comments  ·  Practice tools  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thanks for your support in the idea here. Reading over there are 2 separate requests in the one thread

    • Ability to create a default email template for sending document packs 
    • A text box on single documents in a pack 

    We have another idea that's been started around the default email template across here and I invite all those interested to add their votes. 

    For the thread here I've updated the title slightly for the Text box on individual documents so we can track the interest in each of these separately. 

    Talia Stan-Bishop supported this idea  · 
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    Talia Stan-Bishop commented  · 

    This would be a huge timesaver as we currently have to keep copying and pasting the wording into the text box.